Industry service
Valuation follow-up for estate and letting agents
Turn more valuations into instructions: instant response to valuation requests, appointment booking, and a planned follow-up for every vendor and landlord who did not instruct on the day.
VAULT 33|27 · Updated 12 November 2026 · 1 min read
Most lost instructions are lost after the valuation
A vendor invites two or three agents, hears three prices and says "we'll think about it". Weeks later a board goes up. It is rarely yours if nobody followed up. Valuation follow-up is where most agencies leave the most money.
The system
| Stage | What happens automatically | What your team does |
|---|---|---|
| Valuation request | Acknowledged in minutes from web, portal, phone or WhatsApp, with appointment times offered | Confirms and prepares |
| Before the visit | Confirmation and reminder, plus a short introduction to the valuer and the agency | Researches comparables |
| After the visit | A same-day thank you with the next step | Sends the written valuation |
| Not yet instructed | A planned sequence over weeks and months: market updates, recent local sales, a check-in call reminder | Makes the calls the system schedules |
| Instructed or lost | Outcome and reason recorded | Learns why |
What you measure
- Valuation response time.
- Valuation to instruction rate, by valuer, branch and source.
- Instructions won from follow-up after the first week.
- Fee value by source.
Done properly
Follow-up uses the contact details vendors and landlords gave you, with clear opt-outs. Messages are personal and useful, never spam. Your compliance lead confirms what applies. This is not legal advice.
Next step
Book a free audit and we will measure how quickly your agency responds to a valuation request today.
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